3 Key Touchpoints for Creating a Positive Learning Experience
Pre-programming. From first contact through the start of the event, consider all your touchpoints with learners as opportunities to promote the program and engage in pre-education strategies.
Implementation. Once learners arrive for the training, ensure that they receive a thoughtfully planned experience that highlights your professionalism. Such an experience may be created through quality resources, décor, and a trained support team.
Post-programming. Ensure that your learners feel supported after primary training concludes by recognizing their achievement and providing ongoing training to encourage them to take action on what they learned.
Touchpoint 1) Elements NFEC Provides to Ensure a Positive First Impression
Marketing & Promotions. These initial promotion pieces should be visually appealing and focus on the reasons why participants should attend, potential benefits, and why financial skills are important.
Registration Process. Create a registration process that aligns with your audience. Have multiple registration options. For example, consider offering online, phone, sign-up sheets, mail-in, or email registration.
Customized to Learners’ Needs. Make learners feel like you designed the course for their specific needs. Use pre-program surveys and testing to understand their needs and modify the training to meet them.
Announcements & Event Launches. Formal program announcements via invitations or launch events let your audience know about your financial education programming and how it can benefit them.
Partner Activation. Supply your partners with all the resources they need to support the dissemination of the marketing resources to ensure that your message is clear and professional.
Touchpoint 2) NFEC Provided Program Implementation Resources
Provide Quality Resources. Having nice-looking handouts and resources for participants helps create a positive initial impression and will remind them of your professionalism when they run across them after the event. These resources are often pieces that people share with others – so by having quality resources, you have a better chance to obtain referrals and new opportunities.
Train Support Staff. Many people overlook this aspect, which makes a substantial difference in your participants’ experience. Any support staff working on the program should be trained to understand how to communicate your brand and programming theme. They should know the important details and be there to support the learners.
On-site Experience. The impression people get from your venue is an important detail to attend to. Consider all the senses when considering the user experience – banners (visual), handouts (touch), music (hearing), and yes, even make sure the room smells good. If you’re bringing in snacks, make sure they are healthy and also supply water to keep your audience hydrated to support their learning.
Touchpoint 3) NFEC Provides These Post-Programming Resources
Continuing Education. Consider using a variety of continuing education methods to connect with participants, including emails, mobile applications, webinars, online learning, etc.
Calendar-based Education Reminders. Help participants remember important financial tasks by providing timely education pieces and reminders.
Provide an Extended Learning Plan & Activities. Before students leave, give them assignments that help them extend their learning by applying the lessons to life tasks.
Accountability & Rewards. Consider adding an accountability aspect or incentive program to encourage ongoing education participation.
Participant Recognition. Build affinity for your program by recognizing the participants’ achievements. For example, hold graduation events, issue certifications, or provide award letters.